Financial Services (Diploma)
APPLICATIONS AVAILABLE
INTERNATIONAL APPLICATIONS
Please visit the International Application Deadline page to find out when applications may be available.
Overview
In the Diploma of Financial Services Management program, you’ll take financial services courses as well as courses in personal selling, business law and management essentials. The program provides the financial knowledge to be successful in various industry licensing exams such as insurance, mutual funds and investments. You’ll also graduate ready to challenge the FP Canada Qualified Associate Financial Planner (QAFP) exam.
Further studies
This diploma transfers into the Bachelor of Business Administration – Financial Services at Douglas College.
Get work experience while you study
Put your skills to work by joining the optional Co-operative Education Program, which alternates semesters of study with paid, full-time work in your field. You’ll earn money while gaining experience, building your resume and getting an employer reference, all before you graduate. To participate in Co-op you need to plan two semesters in advance.
In the Business Internship Program, you’ll apply the theory and knowledge you’ve learned in class into a real-world business setting. During your unpaid part-time internship, you’ll be assigned tasks and projects that junior management, marketing, business, administrative and/or sales employees complete in the modern workplace.
To be accepted into the internship program or the Co-op program, you must contact the Career Centre early in your studies at Douglas College.
Get licensed as a Qualified Associate Financial Planner
Some of our courses (listed in program requirements) satisfy the FP Canada Core Curriculum allowing you to challenge the QAFP exam.
Admissions Requirements
General College Admission Requirements
Cost
Calculate your tuition and see the approximate cost of taking your program at Douglas College with the tuition & fee estimator. See costs broken down into categories including tuition fees, textbooks, student activity fees, U-Pass and more.
For more information, refer to the tuition fee charts.
Program Requirements
Graduation Requirements
- Successful completion of 60.00 credits
- 50% (30 credits) of all course work must be completed at Douglas College
- A minimum program GPA of 2.00 is required to graduate
- Student can also take this program with a cooperative education option
Additional Graduation Requirements with Cooperative Education Option
- Successful completion of 9 additional credits through Cooperative Education I (COOP 1100).
- Students completing the Cooperative Education option will graduate with 69 credits.
- 50% (34.5 credits) of all coursework must be completed at Douglas College.
Course Requirements:
| Course Number | Course Title | Credits |
| Required Courses | ||
| ACCT 1110* | Principles of Accounting I (see note (1) below) | 3.00 |
| ACCT 1210* | Principles of Accounting II (see note (1) below) | 3.00 |
| FINC 1231* | Business Mathematics (see note (2) below) | 3.00 |
| BUSN 1210 | Management Essentials | 3.00 |
| MARK 1120 | Introductory Marketing | 3.00 |
| CSIS 1190 | Excel for Business | 3.00 |
| BLAW 1320 | Introductory Business Law | 3.00 |
| PHIL 1122 | Business Ethics (see note (3) below) | 3.00 |
| BUSN 2429* | Business Statistics I (see note (4) below) | 3.00 |
|
Select two courses from the following three options: |
||
| ENGL 1130 | Academic Writing | 3.00 |
| CMNS 1115 | Business Communication | 3.00 |
| CMNS 1125 | Public Speaking | 3.00 |
|
Select one of the following two options: (see note (5) below) |
||
| FINC 2340* | Corporate Finance | 3.00 |
| FINC 2345* | Introduction to Corporate Finance | 3.00 |
| Required Courses | ||
| ECON 1250 | Principles of Macroeconomics | 3.00 |
| FINC 2300* | Personal Finance I (CFP) | 3.00 |
| MARK 2150 | Personal Selling | 3.00 |
| FINC 3390* | Security Analysis (CFP)(see note (6) below) | 3.00 |
| Select four courses from the following options: | ||
| FINC 3305 | International Financial Management | 3.00 |
| BUSN 3310 | Organizational Management Skills (see note (7) below) | 3.00 |
| ACCT 3370 | Income Tax I (CFP) | 3.00 |
| BLAW 3730 | Corporate and Financial Planning Law | 3.00 |
| FINC 3300 | Personal Finance II (CFP) | 3.00 |
| MARK 3500 | Financial Services Marketing | 3.00 |
| FINC 4340 | Investment Management Techniques | 3.00 |
| FINC 4360 | Portfolio Management Techniques | 3.00 |
| Total Credits | 60.00 | |
| Cooperative Education Option | ||
| COOP 11008 | Cooperative Education I | 9.00 |
| Total Credits wtih Cooperative Education Option | 69.00 | |
Notes
- ACCT 1235 (Principles of Introductory Financial Accounting I & II) can be taken instead of ACCT 1110 and 1210. A 3-credit open elective course must then be taken to meet the 60-credit requirement of the program.
- MATH 1125 may substitute FINC 1231.
- PHIL 1102 may substitute for PHIL 1122. BUSN 4490 may also be substituted for PHIL 1122.
- MATH 1160 may substitute for BUSN 2429.
- Students who have previously taken ECON 2298 may substitute it for FINC 2340 or FINC 2345.
- The Canadian Securities Course (CSC) can be transferred in and substituted for FINC 3390.
- SOSC 2140 may substitute for BUSN 3310.
- The co-op work term is a minimum of 420 hours of work and must be taken through Douglas College's Co-op program. The timing of the work term is restricted to the following:
- Can be undertaken only after completion of a minimum of two semesters, 18 credits
- Cannot be taken in the last semester of the program
*A minimum grade of "C" for each course which is a pre-requisite to further courses is required (courses indicated by *).
The courses listed below satisfy the FP Canada™ Core and Advanced Curriculum requirements leading to QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP™) and CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Program Guidelines
Program Guidelines for previous years are viewable by selecting the version desired. If you took this program and do not see a listing for the starting semester / year of the program, consider the previous version as the applicable version.
Career Pathways
Career opportunities include:
- Assistant Credit Analyst
- Financial Planner
- Bookkeeper
- Claims Examiner
- Client Services
- Customer Service Representative
- Junior Budget Consultant
- Personal Financial Planner (entry level)
- Securities Clerk - Financial Sector